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2021-07-31

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Beyond Meat: This Stock Is A Really Raw Deal

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100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.16%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":806586557,"gmtCreate":1627674954979,"gmtModify":1703494479001,"author":{"id":"3576842078931205","authorId":"3576842078931205","name":"MaG3","avatar":"https://static.tigerbbs.com/f89df01fa3ee1c46f288c2b6a12799c9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576842078931205","authorIdStr":"3576842078931205"},"themes":[],"htmlText":"power","listText":"power","text":"power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806586557","repostId":"1135197909","repostType":4,"repost":{"id":"1135197909","kind":"news","pubTimestamp":1627655217,"share":"https://ttm.financial/m/news/1135197909?lang=&edition=fundamental","pubTime":"2021-07-30 22:26","market":"us","language":"en","title":"Beyond Meat: This Stock Is A Really Raw Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1135197909","media":"seekingalpha","summary":"Summary\n\nShares of Beyond Meat have crumbled more than 40% from highs.\nThe company has been plagued ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Shares of Beyond Meat have crumbled more than 40% from highs.</li>\n <li>The company has been plagued by a number of issues, including slowing growth and a decaying margin profile.</li>\n <li>Retail velocity is declining, suggesting that Beyond Meat's pandemic arguments of limited in-stocks have faded.</li>\n <li>The stock remains expensive against long-term profit expectations.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b94bb6c8b249f2376027245ea44295c3\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Drew Angerer/Getty Images News</span></p>\n<p>These days, the market certainly has no shortage of expensive growth stocks that have very little substance. One stock that I think is at particular risk of crumbling further is Beyond Meat (BYND), one of the first purveyors of the faux-meat trend and one of the most recognizable brands in the space.</p>\n<p>Despite the growing appeal of plant-based meats, I continue to see huge fundamental flaws in this stock. The market seems to agree, as Beyond Meat shares have slid by roughly half relative to all-time highs around ~$200 notched last October.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9414d1f0d7b86d62d6febcd8fcfae596\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>In my view, Beyond Meat shares have even more downside left. I continue to cite that there's a \"story\" risk to Beyond Meat: plant-based meats are popular now, but are they a passing dietary fad? The list of diet fads is a long one, ranging from keto diets and paleo diets to complete-nutrient drinks like Huel. While Beyond Meat may find itself a core customer base, I view the category's growth to be limited especially with concerns that plant-based meats are unhealthy from a sodium angle.</p>\n<p>Yet there are shorter-term risks here, too. In particular, investors should be aware that Beyond Meat's growth and demand indicators have weakened in recent quarters. Profit margin slippage is another big concern, especially when the stock is still trading so expensively as a multiple of outer-year profits.</p>\n<p>The bottom line here: Beyond Meat is a spoiling stock, and I think there's little the company can do to get back on the right track.</p>\n<p><b>Slowing growth, decaying velocity</b></p>\n<p>The first thing investors should note is that Beyond Meat has missed Wall Street's expectations for three quarters in a row. It's a small wonder that the stock has landed in investors' \"penalty box\" - in a time when a reliable \"beat and raise\" cadence has become expected for growth stocks, Beyond Meat's earnings gaffes are a huge sore spot.</p>\n<p>In Beyond Meat's most recent quarter (Q1), the company saw relatively tepid 11% y/y growth to $108.2 million in revenue, missing Wall Street's expectations of $113.3 million (+17% y/y) by a huge six-point margin. As shown below, that's an even wider miss than the $2 million gap to expectations in Q4:</p>\n<p>Figure 1. Beyond Meat earnings vs. expectations</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16650777bf67af7d8aa78be81ba77793\" tg-width=\"640\" tg-height=\"220\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p>\n<p>At a channel level, in Q1, Beyond Meat its U.S. retail sales grow by 28% y/y, but foodservice sales domestically saw a -26% y/y decline. This is concerning because throughout the March quarter, most areas and restaurants around the country had already lifted lockdown restrictions. We note that the kinds of chain locations that Beyond Meat is typically sold at, from Carls' Jr. to Dunkin' Donuts (DNKN), largely remained open during the pandemic anyway. So Beyond Meat can't really say that lockdowns and the pandemic were to blame for weaker foodservice sales: perhaps the pandemic had ended up ultimately changing consumers' menu preferences toward \"real\" meat, which is often also substantially cheaper than Beyond Meat.</p>\n<p>On the retail side, we note that Beyond Meat's velocity is dropping (a measure of how quickly inventory is selling through on store shelves). Beyond Meat argued that during the pandemic, retail sell-through was constrained by limited supply - but now, what you can see in the chart below is that retail velocity has dramatically dropped over the past four weeks. The company noted that on a year over year basis, velocity is down -18% y/y in Q1.</p>\n<p>Figure 2. Beyond Meat retail velocity</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0b42961dd5d7be04ea3206e5988ff31\" tg-width=\"640\" tg-height=\"487\" width=\"100%\" height=\"auto\"><span>Source: Beyond Meat Q1 investor presentation</span></p>\n<p>We note as well that Beyond Meat's market share growth in the retail space has slowed as well. The past four weeks only saw Beyond Meat expanding its market share by 127bps, versus 319bps over the past year.</p>\n<p><b>Margin decay</b></p>\n<p>Slowing growth isn't the only troubling indicator for Beyond Meat. The company's gross margin profile, already thin to begin with, is at risk as well. We note that in Beyond Meat's most recent quarter, gross margin slipped to 30.2%, a huge 860bps reduction from 38.8% in the year-ago quarter.</p>\n<p>Figure 3. Beyond Meat margin trends</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60a3d0d52497e6120e460f59dc453255\" tg-width=\"640\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: Beyond Meat Q1 investor presentation</span></p>\n<p>The company cited a myriad of reasons behind the decay. The company blamed the decay on rising storage/warehousing and transportation costs, which is similar to what many other consumer products companies are citing. Even more concerning, however, the company has cited rising fixed overhead costs at its production facilities. And perhaps riskiest of all is the fact that Beyond Meat notes that unfavorable product mix and higher trade discounts have also worked to push margins down.<b>In spite of the fact that Beyond Meat leaned in more heavily on trade discounts to grow sales, the company still saw tepid revenue growth and thinning market share gains.</b></p>\n<p>We note as well that Beyond Meat's adjusted EBITDA gains of $13.9 million from last Q1 turned into a -$10.8 million loss in the most recent Q1, indicating a 24-point decay in adjusted EBITDA margins. We have to wonder: is Beyond Meat structurally set up to be a profitable business?</p>\n<p>The company likes to tout the fact that it spends ~8% of its revenue on R&amp;D as a positive signal of the brand's innovation. But the other brands shown on the company's below slide are also innovators. Food brands like Kellogg and Kraft Heinz are constantly coming up with new cereal types and new flavors of their existing foods. Beyond Meat doesn't have a sole claim to innovation in the food space - yet it's spending considerably more than its peers on R&amp;D. When we note the fact that Beyond Meat's gross margin is only ~30% to begin with, spending a further 8% of revenue on R&amp;D is a steep ask.</p>\n<p>Figure 4. Beyond Meat R&amp;D spend</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be6034dec9a6fb17f07f983fc301eb96\" tg-width=\"640\" tg-height=\"437\" width=\"100%\" height=\"auto\"><span>Source: Beyond Meat Q1 investor presentation</span></p>\n<p><b>Valuation and key takeaways</b></p>\n<p>Analysts aren't really expecting Beyond Meat to generate significant profits until years down the road. As shown in the chart below, the company is only expected to pass breakeven in 2023.</p>\n<p>Figure 5. Beyond Meat earnings estimates</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b43ec61762ea332f9fcc74cabd299bb8\" tg-width=\"640\" tg-height=\"220\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p>\n<p>And even against 2026 earnings expectations of $5.30 per share, and even after Beyond Meat's correction from all-time highs above $200, the stock's current price at ~$125 sits at a steep&nbsp;<b>23.6x P/E ratio against earnings five years down the line.</b></p>\n<p>With the risks of Beyond Meat's slowing growth and unsteady gross margins, I think the chances of Beyond Meat justifying its current share price (let alone rallying substantially from current levels) are slim.</p>\n<p>Continue to avoid this stock.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Beyond Meat: This Stock Is A Really Raw Deal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBeyond Meat: This Stock Is A Really Raw Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 22:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4443013-beyond-meat-this-stock-is-a-really-raw-deal><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShares of Beyond Meat have crumbled more than 40% from highs.\nThe company has been plagued by a number of issues, including slowing growth and a decaying margin profile.\nRetail velocity is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4443013-beyond-meat-this-stock-is-a-really-raw-deal\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc."},"source_url":"https://seekingalpha.com/article/4443013-beyond-meat-this-stock-is-a-really-raw-deal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135197909","content_text":"Summary\n\nShares of Beyond Meat have crumbled more than 40% from highs.\nThe company has been plagued by a number of issues, including slowing growth and a decaying margin profile.\nRetail velocity is declining, suggesting that Beyond Meat's pandemic arguments of limited in-stocks have faded.\nThe stock remains expensive against long-term profit expectations.\n\nDrew Angerer/Getty Images News\nThese days, the market certainly has no shortage of expensive growth stocks that have very little substance. One stock that I think is at particular risk of crumbling further is Beyond Meat (BYND), one of the first purveyors of the faux-meat trend and one of the most recognizable brands in the space.\nDespite the growing appeal of plant-based meats, I continue to see huge fundamental flaws in this stock. The market seems to agree, as Beyond Meat shares have slid by roughly half relative to all-time highs around ~$200 notched last October.\nData by YCharts\nIn my view, Beyond Meat shares have even more downside left. I continue to cite that there's a \"story\" risk to Beyond Meat: plant-based meats are popular now, but are they a passing dietary fad? The list of diet fads is a long one, ranging from keto diets and paleo diets to complete-nutrient drinks like Huel. While Beyond Meat may find itself a core customer base, I view the category's growth to be limited especially with concerns that plant-based meats are unhealthy from a sodium angle.\nYet there are shorter-term risks here, too. In particular, investors should be aware that Beyond Meat's growth and demand indicators have weakened in recent quarters. Profit margin slippage is another big concern, especially when the stock is still trading so expensively as a multiple of outer-year profits.\nThe bottom line here: Beyond Meat is a spoiling stock, and I think there's little the company can do to get back on the right track.\nSlowing growth, decaying velocity\nThe first thing investors should note is that Beyond Meat has missed Wall Street's expectations for three quarters in a row. It's a small wonder that the stock has landed in investors' \"penalty box\" - in a time when a reliable \"beat and raise\" cadence has become expected for growth stocks, Beyond Meat's earnings gaffes are a huge sore spot.\nIn Beyond Meat's most recent quarter (Q1), the company saw relatively tepid 11% y/y growth to $108.2 million in revenue, missing Wall Street's expectations of $113.3 million (+17% y/y) by a huge six-point margin. As shown below, that's an even wider miss than the $2 million gap to expectations in Q4:\nFigure 1. Beyond Meat earnings vs. expectations\nSource: Seeking Alpha\nAt a channel level, in Q1, Beyond Meat its U.S. retail sales grow by 28% y/y, but foodservice sales domestically saw a -26% y/y decline. This is concerning because throughout the March quarter, most areas and restaurants around the country had already lifted lockdown restrictions. We note that the kinds of chain locations that Beyond Meat is typically sold at, from Carls' Jr. to Dunkin' Donuts (DNKN), largely remained open during the pandemic anyway. So Beyond Meat can't really say that lockdowns and the pandemic were to blame for weaker foodservice sales: perhaps the pandemic had ended up ultimately changing consumers' menu preferences toward \"real\" meat, which is often also substantially cheaper than Beyond Meat.\nOn the retail side, we note that Beyond Meat's velocity is dropping (a measure of how quickly inventory is selling through on store shelves). Beyond Meat argued that during the pandemic, retail sell-through was constrained by limited supply - but now, what you can see in the chart below is that retail velocity has dramatically dropped over the past four weeks. The company noted that on a year over year basis, velocity is down -18% y/y in Q1.\nFigure 2. Beyond Meat retail velocity\nSource: Beyond Meat Q1 investor presentation\nWe note as well that Beyond Meat's market share growth in the retail space has slowed as well. The past four weeks only saw Beyond Meat expanding its market share by 127bps, versus 319bps over the past year.\nMargin decay\nSlowing growth isn't the only troubling indicator for Beyond Meat. The company's gross margin profile, already thin to begin with, is at risk as well. We note that in Beyond Meat's most recent quarter, gross margin slipped to 30.2%, a huge 860bps reduction from 38.8% in the year-ago quarter.\nFigure 3. Beyond Meat margin trends\nSource: Beyond Meat Q1 investor presentation\nThe company cited a myriad of reasons behind the decay. The company blamed the decay on rising storage/warehousing and transportation costs, which is similar to what many other consumer products companies are citing. Even more concerning, however, the company has cited rising fixed overhead costs at its production facilities. And perhaps riskiest of all is the fact that Beyond Meat notes that unfavorable product mix and higher trade discounts have also worked to push margins down.In spite of the fact that Beyond Meat leaned in more heavily on trade discounts to grow sales, the company still saw tepid revenue growth and thinning market share gains.\nWe note as well that Beyond Meat's adjusted EBITDA gains of $13.9 million from last Q1 turned into a -$10.8 million loss in the most recent Q1, indicating a 24-point decay in adjusted EBITDA margins. We have to wonder: is Beyond Meat structurally set up to be a profitable business?\nThe company likes to tout the fact that it spends ~8% of its revenue on R&D as a positive signal of the brand's innovation. But the other brands shown on the company's below slide are also innovators. Food brands like Kellogg and Kraft Heinz are constantly coming up with new cereal types and new flavors of their existing foods. Beyond Meat doesn't have a sole claim to innovation in the food space - yet it's spending considerably more than its peers on R&D. When we note the fact that Beyond Meat's gross margin is only ~30% to begin with, spending a further 8% of revenue on R&D is a steep ask.\nFigure 4. Beyond Meat R&D spend\nSource: Beyond Meat Q1 investor presentation\nValuation and key takeaways\nAnalysts aren't really expecting Beyond Meat to generate significant profits until years down the road. As shown in the chart below, the company is only expected to pass breakeven in 2023.\nFigure 5. Beyond Meat earnings estimates\nSource: Seeking Alpha\nAnd even against 2026 earnings expectations of $5.30 per share, and even after Beyond Meat's correction from all-time highs above $200, the stock's current price at ~$125 sits at a steep 23.6x P/E ratio against earnings five years down the line.\nWith the risks of Beyond Meat's slowing growth and unsteady gross margins, I think the chances of Beyond Meat justifying its current share price (let alone rallying substantially from current levels) are slim.\nContinue to avoid this stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809090308,"gmtCreate":1627337686604,"gmtModify":1703487704300,"author":{"id":"3576842078931205","authorId":"3576842078931205","name":"MaG3","avatar":"https://static.tigerbbs.com/f89df01fa3ee1c46f288c2b6a12799c9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576842078931205","authorIdStr":"3576842078931205"},"themes":[],"htmlText":"wow. amc stock","listText":"wow. amc stock","text":"wow. amc stock","images":[{"img":"https://static.tigerbbs.com/83659d6019e9756ec6b15c042b432d47","width":"828","height":"1472"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809090308","isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":809004612,"gmtCreate":1627337565936,"gmtModify":1703487704467,"author":{"id":"3576842078931205","authorId":"3576842078931205","name":"MaG3","avatar":"https://static.tigerbbs.com/f89df01fa3ee1c46f288c2b6a12799c9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576842078931205","authorIdStr":"3576842078931205"},"themes":[],"htmlText":"not bad","listText":"not bad","text":"not bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809004612","repostId":"1151724613","repostType":4,"repost":{"id":"1151724613","kind":"news","pubTimestamp":1627292512,"share":"https://ttm.financial/m/news/1151724613?lang=&edition=fundamental","pubTime":"2021-07-26 17:41","market":"us","language":"en","title":"Tesla Reports Earnings Today. Here's What Matters Most.","url":"https://stock-news.laohu8.com/highlight/detail?id=1151724613","media":"Barrons","summary":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe ","content":"<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.</p>\n<p>The EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p>\n<p>There will be a lot of moving parts, however, even more than usual for the world’s most valuable&nbsp;car company&nbsp;and its iconoclast CEO&nbsp;Elon Musk.</p>\n<p>Factors that will contribute to bottom-line earnings include the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p>\n<p><img src=\"https://static.tigerbbs.com/d908f359ce3333ed256684e007ff74d0\" tg-width=\"871\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p>\n<p>The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p>\n<p>After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p>\n<p>There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p>\n<p>Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p>\n<p>Those topics and more should be discussed on the earnings&nbsp;conference call&nbsp;scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p>\n<p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Reports Earnings Today. Here's What Matters Most. </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Reports Earnings Today. Here's What Matters Most. \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151724613","content_text":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere will be a lot of moving parts, however, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk.\nFactors that will contribute to bottom-line earnings include the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nThose topics and more should be discussed on the earnings conference call scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the S&P 500 and Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809005438,"gmtCreate":1627337503024,"gmtModify":1703487701208,"author":{"id":"3576842078931205","authorId":"3576842078931205","name":"MaG3","avatar":"https://static.tigerbbs.com/f89df01fa3ee1c46f288c2b6a12799c9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576842078931205","authorIdStr":"3576842078931205"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809005438","repostId":"1191215576","repostType":4,"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809002923,"gmtCreate":1627337345062,"gmtModify":1703487698757,"author":{"id":"3576842078931205","authorId":"3576842078931205","name":"MaG3","avatar":"https://static.tigerbbs.com/f89df01fa3ee1c46f288c2b6a12799c9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576842078931205","authorIdStr":"3576842078931205"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809002923","repostId":"2154957883","repostType":4,"repost":{"id":"2154957883","kind":"highlight","pubTimestamp":1627298804,"share":"https://ttm.financial/m/news/2154957883?lang=&edition=fundamental","pubTime":"2021-07-26 19:26","market":"us","language":"en","title":"3 Warren Buffett Stocks That Are Screaming Summer Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=2154957883","media":"Motley Fool","summary":"Riding the Oracle of Omaha's coattails is a moneymaking proposition.","content":"<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.</p>\n<p>Like all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e92116e97f06291ec28eda85974acb1b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Was there ever any doubt that <b>Amazon</b> (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most attractive holdings in Berkshire Hathaway's portfolio.</p>\n<p>As a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is <b>Walmart</b>, which'll handle about 7% of all U.S. online retail.</p>\n<p>Amazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.</p>\n<p>What you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.</p>\n<p>For the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/146ce4600b7c22643629193901a4328a\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>If value investing suits you better, pharmaceutical stock <b>Bristol Myers Squibb</b> (NYSE:BMY) has the makings of a screaming summer buy.</p>\n<p>The great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.</p>\n<p>What makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and <b>Pfizer</b>&nbsp;co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.</p>\n<p>On the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.</p>\n<p>In a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8abdae403dddfa42107e06ea5bfddf39\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>General Motors</h2>\n<p>Lastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock <b>General Motors</b> (NYSE:GM).</p>\n<p>Historically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&amp;P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).</p>\n<p>Initially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.</p>\n<p>Equally important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China.&nbsp; With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.</p>\n<p>A forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Stocks That Are Screaming Summer Buys</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks That Are Screaming Summer Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 19:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","GM":"通用汽车","AMZN":"亚马逊","BMY":"施贵宝","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154957883","content_text":"If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.\nLike all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nWas there ever any doubt that Amazon (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless one of the most attractive holdings in Berkshire Hathaway's portfolio.\nAs a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is Walmart, which'll handle about 7% of all U.S. online retail.\nAmazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.\nWhat you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.\nFor the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.\nImage source: Getty Images.\nBristol Myers Squibb\nIf value investing suits you better, pharmaceutical stock Bristol Myers Squibb (NYSE:BMY) has the makings of a screaming summer buy.\nThe great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.\nWhat makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and Pfizer co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.\nOn the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.\nIn a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.\nImage source: Getty Images.\nGeneral Motors\nLastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock General Motors (NYSE:GM).\nHistorically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).\nInitially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS Markit forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.\nEqually important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China.  With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.\nA forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.","news_type":1},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":806586557,"gmtCreate":1627674954979,"gmtModify":1703494479001,"author":{"id":"3576842078931205","authorId":"3576842078931205","name":"MaG3","avatar":"https://static.tigerbbs.com/f89df01fa3ee1c46f288c2b6a12799c9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576842078931205","authorIdStr":"3576842078931205"},"themes":[],"htmlText":"power","listText":"power","text":"power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806586557","repostId":"1135197909","repostType":4,"repost":{"id":"1135197909","kind":"news","pubTimestamp":1627655217,"share":"https://ttm.financial/m/news/1135197909?lang=&edition=fundamental","pubTime":"2021-07-30 22:26","market":"us","language":"en","title":"Beyond Meat: This Stock Is A Really Raw Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1135197909","media":"seekingalpha","summary":"Summary\n\nShares of Beyond Meat have crumbled more than 40% from highs.\nThe company has been plagued ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Shares of Beyond Meat have crumbled more than 40% from highs.</li>\n <li>The company has been plagued by a number of issues, including slowing growth and a decaying margin profile.</li>\n <li>Retail velocity is declining, suggesting that Beyond Meat's pandemic arguments of limited in-stocks have faded.</li>\n <li>The stock remains expensive against long-term profit expectations.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b94bb6c8b249f2376027245ea44295c3\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Drew Angerer/Getty Images News</span></p>\n<p>These days, the market certainly has no shortage of expensive growth stocks that have very little substance. One stock that I think is at particular risk of crumbling further is Beyond Meat (BYND), one of the first purveyors of the faux-meat trend and one of the most recognizable brands in the space.</p>\n<p>Despite the growing appeal of plant-based meats, I continue to see huge fundamental flaws in this stock. The market seems to agree, as Beyond Meat shares have slid by roughly half relative to all-time highs around ~$200 notched last October.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9414d1f0d7b86d62d6febcd8fcfae596\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>In my view, Beyond Meat shares have even more downside left. I continue to cite that there's a \"story\" risk to Beyond Meat: plant-based meats are popular now, but are they a passing dietary fad? The list of diet fads is a long one, ranging from keto diets and paleo diets to complete-nutrient drinks like Huel. While Beyond Meat may find itself a core customer base, I view the category's growth to be limited especially with concerns that plant-based meats are unhealthy from a sodium angle.</p>\n<p>Yet there are shorter-term risks here, too. In particular, investors should be aware that Beyond Meat's growth and demand indicators have weakened in recent quarters. Profit margin slippage is another big concern, especially when the stock is still trading so expensively as a multiple of outer-year profits.</p>\n<p>The bottom line here: Beyond Meat is a spoiling stock, and I think there's little the company can do to get back on the right track.</p>\n<p><b>Slowing growth, decaying velocity</b></p>\n<p>The first thing investors should note is that Beyond Meat has missed Wall Street's expectations for three quarters in a row. It's a small wonder that the stock has landed in investors' \"penalty box\" - in a time when a reliable \"beat and raise\" cadence has become expected for growth stocks, Beyond Meat's earnings gaffes are a huge sore spot.</p>\n<p>In Beyond Meat's most recent quarter (Q1), the company saw relatively tepid 11% y/y growth to $108.2 million in revenue, missing Wall Street's expectations of $113.3 million (+17% y/y) by a huge six-point margin. As shown below, that's an even wider miss than the $2 million gap to expectations in Q4:</p>\n<p>Figure 1. Beyond Meat earnings vs. expectations</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16650777bf67af7d8aa78be81ba77793\" tg-width=\"640\" tg-height=\"220\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p>\n<p>At a channel level, in Q1, Beyond Meat its U.S. retail sales grow by 28% y/y, but foodservice sales domestically saw a -26% y/y decline. This is concerning because throughout the March quarter, most areas and restaurants around the country had already lifted lockdown restrictions. We note that the kinds of chain locations that Beyond Meat is typically sold at, from Carls' Jr. to Dunkin' Donuts (DNKN), largely remained open during the pandemic anyway. So Beyond Meat can't really say that lockdowns and the pandemic were to blame for weaker foodservice sales: perhaps the pandemic had ended up ultimately changing consumers' menu preferences toward \"real\" meat, which is often also substantially cheaper than Beyond Meat.</p>\n<p>On the retail side, we note that Beyond Meat's velocity is dropping (a measure of how quickly inventory is selling through on store shelves). Beyond Meat argued that during the pandemic, retail sell-through was constrained by limited supply - but now, what you can see in the chart below is that retail velocity has dramatically dropped over the past four weeks. The company noted that on a year over year basis, velocity is down -18% y/y in Q1.</p>\n<p>Figure 2. Beyond Meat retail velocity</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0b42961dd5d7be04ea3206e5988ff31\" tg-width=\"640\" tg-height=\"487\" width=\"100%\" height=\"auto\"><span>Source: Beyond Meat Q1 investor presentation</span></p>\n<p>We note as well that Beyond Meat's market share growth in the retail space has slowed as well. The past four weeks only saw Beyond Meat expanding its market share by 127bps, versus 319bps over the past year.</p>\n<p><b>Margin decay</b></p>\n<p>Slowing growth isn't the only troubling indicator for Beyond Meat. The company's gross margin profile, already thin to begin with, is at risk as well. We note that in Beyond Meat's most recent quarter, gross margin slipped to 30.2%, a huge 860bps reduction from 38.8% in the year-ago quarter.</p>\n<p>Figure 3. Beyond Meat margin trends</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60a3d0d52497e6120e460f59dc453255\" tg-width=\"640\" tg-height=\"403\" width=\"100%\" height=\"auto\"><span>Source: Beyond Meat Q1 investor presentation</span></p>\n<p>The company cited a myriad of reasons behind the decay. The company blamed the decay on rising storage/warehousing and transportation costs, which is similar to what many other consumer products companies are citing. Even more concerning, however, the company has cited rising fixed overhead costs at its production facilities. And perhaps riskiest of all is the fact that Beyond Meat notes that unfavorable product mix and higher trade discounts have also worked to push margins down.<b>In spite of the fact that Beyond Meat leaned in more heavily on trade discounts to grow sales, the company still saw tepid revenue growth and thinning market share gains.</b></p>\n<p>We note as well that Beyond Meat's adjusted EBITDA gains of $13.9 million from last Q1 turned into a -$10.8 million loss in the most recent Q1, indicating a 24-point decay in adjusted EBITDA margins. We have to wonder: is Beyond Meat structurally set up to be a profitable business?</p>\n<p>The company likes to tout the fact that it spends ~8% of its revenue on R&amp;D as a positive signal of the brand's innovation. But the other brands shown on the company's below slide are also innovators. Food brands like Kellogg and Kraft Heinz are constantly coming up with new cereal types and new flavors of their existing foods. Beyond Meat doesn't have a sole claim to innovation in the food space - yet it's spending considerably more than its peers on R&amp;D. When we note the fact that Beyond Meat's gross margin is only ~30% to begin with, spending a further 8% of revenue on R&amp;D is a steep ask.</p>\n<p>Figure 4. Beyond Meat R&amp;D spend</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be6034dec9a6fb17f07f983fc301eb96\" tg-width=\"640\" tg-height=\"437\" width=\"100%\" height=\"auto\"><span>Source: Beyond Meat Q1 investor presentation</span></p>\n<p><b>Valuation and key takeaways</b></p>\n<p>Analysts aren't really expecting Beyond Meat to generate significant profits until years down the road. As shown in the chart below, the company is only expected to pass breakeven in 2023.</p>\n<p>Figure 5. Beyond Meat earnings estimates</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b43ec61762ea332f9fcc74cabd299bb8\" tg-width=\"640\" tg-height=\"220\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha</span></p>\n<p>And even against 2026 earnings expectations of $5.30 per share, and even after Beyond Meat's correction from all-time highs above $200, the stock's current price at ~$125 sits at a steep&nbsp;<b>23.6x P/E ratio against earnings five years down the line.</b></p>\n<p>With the risks of Beyond Meat's slowing growth and unsteady gross margins, I think the chances of Beyond Meat justifying its current share price (let alone rallying substantially from current levels) are slim.</p>\n<p>Continue to avoid this stock.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Beyond Meat: This Stock Is A Really Raw Deal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBeyond Meat: This Stock Is A Really Raw Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 22:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4443013-beyond-meat-this-stock-is-a-really-raw-deal><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShares of Beyond Meat have crumbled more than 40% from highs.\nThe company has been plagued by a number of issues, including slowing growth and a decaying margin profile.\nRetail velocity is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4443013-beyond-meat-this-stock-is-a-really-raw-deal\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc."},"source_url":"https://seekingalpha.com/article/4443013-beyond-meat-this-stock-is-a-really-raw-deal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135197909","content_text":"Summary\n\nShares of Beyond Meat have crumbled more than 40% from highs.\nThe company has been plagued by a number of issues, including slowing growth and a decaying margin profile.\nRetail velocity is declining, suggesting that Beyond Meat's pandemic arguments of limited in-stocks have faded.\nThe stock remains expensive against long-term profit expectations.\n\nDrew Angerer/Getty Images News\nThese days, the market certainly has no shortage of expensive growth stocks that have very little substance. One stock that I think is at particular risk of crumbling further is Beyond Meat (BYND), one of the first purveyors of the faux-meat trend and one of the most recognizable brands in the space.\nDespite the growing appeal of plant-based meats, I continue to see huge fundamental flaws in this stock. The market seems to agree, as Beyond Meat shares have slid by roughly half relative to all-time highs around ~$200 notched last October.\nData by YCharts\nIn my view, Beyond Meat shares have even more downside left. I continue to cite that there's a \"story\" risk to Beyond Meat: plant-based meats are popular now, but are they a passing dietary fad? The list of diet fads is a long one, ranging from keto diets and paleo diets to complete-nutrient drinks like Huel. While Beyond Meat may find itself a core customer base, I view the category's growth to be limited especially with concerns that plant-based meats are unhealthy from a sodium angle.\nYet there are shorter-term risks here, too. In particular, investors should be aware that Beyond Meat's growth and demand indicators have weakened in recent quarters. Profit margin slippage is another big concern, especially when the stock is still trading so expensively as a multiple of outer-year profits.\nThe bottom line here: Beyond Meat is a spoiling stock, and I think there's little the company can do to get back on the right track.\nSlowing growth, decaying velocity\nThe first thing investors should note is that Beyond Meat has missed Wall Street's expectations for three quarters in a row. It's a small wonder that the stock has landed in investors' \"penalty box\" - in a time when a reliable \"beat and raise\" cadence has become expected for growth stocks, Beyond Meat's earnings gaffes are a huge sore spot.\nIn Beyond Meat's most recent quarter (Q1), the company saw relatively tepid 11% y/y growth to $108.2 million in revenue, missing Wall Street's expectations of $113.3 million (+17% y/y) by a huge six-point margin. As shown below, that's an even wider miss than the $2 million gap to expectations in Q4:\nFigure 1. Beyond Meat earnings vs. expectations\nSource: Seeking Alpha\nAt a channel level, in Q1, Beyond Meat its U.S. retail sales grow by 28% y/y, but foodservice sales domestically saw a -26% y/y decline. This is concerning because throughout the March quarter, most areas and restaurants around the country had already lifted lockdown restrictions. We note that the kinds of chain locations that Beyond Meat is typically sold at, from Carls' Jr. to Dunkin' Donuts (DNKN), largely remained open during the pandemic anyway. So Beyond Meat can't really say that lockdowns and the pandemic were to blame for weaker foodservice sales: perhaps the pandemic had ended up ultimately changing consumers' menu preferences toward \"real\" meat, which is often also substantially cheaper than Beyond Meat.\nOn the retail side, we note that Beyond Meat's velocity is dropping (a measure of how quickly inventory is selling through on store shelves). Beyond Meat argued that during the pandemic, retail sell-through was constrained by limited supply - but now, what you can see in the chart below is that retail velocity has dramatically dropped over the past four weeks. The company noted that on a year over year basis, velocity is down -18% y/y in Q1.\nFigure 2. Beyond Meat retail velocity\nSource: Beyond Meat Q1 investor presentation\nWe note as well that Beyond Meat's market share growth in the retail space has slowed as well. The past four weeks only saw Beyond Meat expanding its market share by 127bps, versus 319bps over the past year.\nMargin decay\nSlowing growth isn't the only troubling indicator for Beyond Meat. The company's gross margin profile, already thin to begin with, is at risk as well. We note that in Beyond Meat's most recent quarter, gross margin slipped to 30.2%, a huge 860bps reduction from 38.8% in the year-ago quarter.\nFigure 3. Beyond Meat margin trends\nSource: Beyond Meat Q1 investor presentation\nThe company cited a myriad of reasons behind the decay. The company blamed the decay on rising storage/warehousing and transportation costs, which is similar to what many other consumer products companies are citing. Even more concerning, however, the company has cited rising fixed overhead costs at its production facilities. And perhaps riskiest of all is the fact that Beyond Meat notes that unfavorable product mix and higher trade discounts have also worked to push margins down.In spite of the fact that Beyond Meat leaned in more heavily on trade discounts to grow sales, the company still saw tepid revenue growth and thinning market share gains.\nWe note as well that Beyond Meat's adjusted EBITDA gains of $13.9 million from last Q1 turned into a -$10.8 million loss in the most recent Q1, indicating a 24-point decay in adjusted EBITDA margins. We have to wonder: is Beyond Meat structurally set up to be a profitable business?\nThe company likes to tout the fact that it spends ~8% of its revenue on R&D as a positive signal of the brand's innovation. But the other brands shown on the company's below slide are also innovators. Food brands like Kellogg and Kraft Heinz are constantly coming up with new cereal types and new flavors of their existing foods. Beyond Meat doesn't have a sole claim to innovation in the food space - yet it's spending considerably more than its peers on R&D. When we note the fact that Beyond Meat's gross margin is only ~30% to begin with, spending a further 8% of revenue on R&D is a steep ask.\nFigure 4. Beyond Meat R&D spend\nSource: Beyond Meat Q1 investor presentation\nValuation and key takeaways\nAnalysts aren't really expecting Beyond Meat to generate significant profits until years down the road. As shown in the chart below, the company is only expected to pass breakeven in 2023.\nFigure 5. Beyond Meat earnings estimates\nSource: Seeking Alpha\nAnd even against 2026 earnings expectations of $5.30 per share, and even after Beyond Meat's correction from all-time highs above $200, the stock's current price at ~$125 sits at a steep 23.6x P/E ratio against earnings five years down the line.\nWith the risks of Beyond Meat's slowing growth and unsteady gross margins, I think the chances of Beyond Meat justifying its current share price (let alone rallying substantially from current levels) are slim.\nContinue to avoid this stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809005438,"gmtCreate":1627337503024,"gmtModify":1703487701208,"author":{"id":"3576842078931205","authorId":"3576842078931205","name":"MaG3","avatar":"https://static.tigerbbs.com/f89df01fa3ee1c46f288c2b6a12799c9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576842078931205","authorIdStr":"3576842078931205"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809005438","repostId":"1191215576","repostType":4,"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809004612,"gmtCreate":1627337565936,"gmtModify":1703487704467,"author":{"id":"3576842078931205","authorId":"3576842078931205","name":"MaG3","avatar":"https://static.tigerbbs.com/f89df01fa3ee1c46f288c2b6a12799c9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576842078931205","authorIdStr":"3576842078931205"},"themes":[],"htmlText":"not bad","listText":"not bad","text":"not bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809004612","repostId":"1151724613","repostType":4,"repost":{"id":"1151724613","kind":"news","pubTimestamp":1627292512,"share":"https://ttm.financial/m/news/1151724613?lang=&edition=fundamental","pubTime":"2021-07-26 17:41","market":"us","language":"en","title":"Tesla Reports Earnings Today. Here's What Matters Most.","url":"https://stock-news.laohu8.com/highlight/detail?id=1151724613","media":"Barrons","summary":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe ","content":"<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.</p>\n<p>The EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p>\n<p>There will be a lot of moving parts, however, even more than usual for the world’s most valuable&nbsp;car company&nbsp;and its iconoclast CEO&nbsp;Elon Musk.</p>\n<p>Factors that will contribute to bottom-line earnings include the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p>\n<p><img src=\"https://static.tigerbbs.com/d908f359ce3333ed256684e007ff74d0\" tg-width=\"871\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p>\n<p>Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p>\n<p>The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p>\n<p>After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p>\n<p>There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p>\n<p>Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p>\n<p>Those topics and more should be discussed on the earnings&nbsp;conference call&nbsp;scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p>\n<p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Reports Earnings Today. Here's What Matters Most. </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Reports Earnings Today. Here's What Matters Most. \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151724613","content_text":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere will be a lot of moving parts, however, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk.\nFactors that will contribute to bottom-line earnings include the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nThose topics and more should be discussed on the earnings conference call scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the S&P 500 and Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809090308,"gmtCreate":1627337686604,"gmtModify":1703487704300,"author":{"id":"3576842078931205","authorId":"3576842078931205","name":"MaG3","avatar":"https://static.tigerbbs.com/f89df01fa3ee1c46f288c2b6a12799c9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576842078931205","authorIdStr":"3576842078931205"},"themes":[],"htmlText":"wow. amc stock","listText":"wow. amc stock","text":"wow. amc stock","images":[{"img":"https://static.tigerbbs.com/83659d6019e9756ec6b15c042b432d47","width":"828","height":"1472"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809090308","isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":809002923,"gmtCreate":1627337345062,"gmtModify":1703487698757,"author":{"id":"3576842078931205","authorId":"3576842078931205","name":"MaG3","avatar":"https://static.tigerbbs.com/f89df01fa3ee1c46f288c2b6a12799c9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576842078931205","authorIdStr":"3576842078931205"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/809002923","repostId":"2154957883","repostType":4,"repost":{"id":"2154957883","kind":"highlight","pubTimestamp":1627298804,"share":"https://ttm.financial/m/news/2154957883?lang=&edition=fundamental","pubTime":"2021-07-26 19:26","market":"us","language":"en","title":"3 Warren Buffett Stocks That Are Screaming Summer Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=2154957883","media":"Motley Fool","summary":"Riding the Oracle of Omaha's coattails is a moneymaking proposition.","content":"<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.</p>\n<p>Like all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e92116e97f06291ec28eda85974acb1b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Was there ever any doubt that <b>Amazon</b> (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most attractive holdings in Berkshire Hathaway's portfolio.</p>\n<p>As a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is <b>Walmart</b>, which'll handle about 7% of all U.S. online retail.</p>\n<p>Amazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.</p>\n<p>What you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.</p>\n<p>For the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/146ce4600b7c22643629193901a4328a\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>If value investing suits you better, pharmaceutical stock <b>Bristol Myers Squibb</b> (NYSE:BMY) has the makings of a screaming summer buy.</p>\n<p>The great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.</p>\n<p>What makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and <b>Pfizer</b>&nbsp;co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.</p>\n<p>On the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.</p>\n<p>In a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8abdae403dddfa42107e06ea5bfddf39\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>General Motors</h2>\n<p>Lastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock <b>General Motors</b> (NYSE:GM).</p>\n<p>Historically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&amp;P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).</p>\n<p>Initially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.</p>\n<p>Equally important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China.&nbsp; With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.</p>\n<p>A forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Stocks That Are Screaming Summer Buys</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks That Are Screaming Summer Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 19:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","GM":"通用汽车","AMZN":"亚马逊","BMY":"施贵宝","BRK.A":"伯克希尔"},"source_url":"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154957883","content_text":"If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.\nLike all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nWas there ever any doubt that Amazon (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless one of the most attractive holdings in Berkshire Hathaway's portfolio.\nAs a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is Walmart, which'll handle about 7% of all U.S. online retail.\nAmazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.\nWhat you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.\nFor the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.\nImage source: Getty Images.\nBristol Myers Squibb\nIf value investing suits you better, pharmaceutical stock Bristol Myers Squibb (NYSE:BMY) has the makings of a screaming summer buy.\nThe great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.\nWhat makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and Pfizer co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.\nOn the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.\nIn a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.\nImage source: Getty Images.\nGeneral Motors\nLastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock General Motors (NYSE:GM).\nHistorically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).\nInitially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS Markit forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.\nEqually important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China.  With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.\nA forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.","news_type":1},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}